Group 1: Company Strategy and Development - The company focuses on automation, intelligence, and localization, increasing R&D investment in new generation command hardware, supporting software, intelligent communication chips, and wireless communication technologies [2] - The company has the capability for large model training required for AI intelligent products [2] - The company aims to improve operational quality and expand market applications in key areas such as smart technology, chips, and wireless communication [2][3] Group 2: Financial Performance - As of Q3 2024, R&D investment reached CNY 196.04 million, primarily in intelligent unmanned systems and related projects [3] - The company's revenue increased by 19.63% compared to the same period last year, while net profit decreased by 7.02% due to increased R&D expenses and credit impairment [9][10] - The company is working towards reducing losses or achieving profitability in 2024 [5][7] Group 3: Market Position and Competition - The company cannot disclose market share data due to industry specifics but maintains strong R&D capabilities and product recognition among end customers [4] - The first generation of the company's intelligent wireless communication baseband chip has successfully completed the tape-out process and is being applied in various wireless communication products [10][12] - The company is actively exploring mergers and acquisitions to enhance long-term development goals [6][11] Group 4: Risk Management and Sustainability - The company currently faces no supply chain risks and emphasizes stable supply chain management [5] - The company is committed to energy conservation and environmental protection, aligning with national carbon neutrality goals [5] - The company is open to exploring potential mergers and acquisitions to support high-quality development [11][12]
科思科技(688788) - 科思科技投资者关系活动记录表(2024年度深圳辖区上市公司集体接待日活动)